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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1476
Centaurus Financial
California
$6.11M +$6.11M +144,420 New
KWMG
1477
King Wealth Management Group
Florida
$6.1M +$58K +1,372 +1%
BCM
1478
Bourgeon Capital Management
Connecticut
$6.09M -$173K -4,092 -3%
6M
1479
6 Meridian
Kansas
$6.07M +$6.07M +143,468 New
SCA
1480
STALEY CAPITAL ADVISERS
Pennsylvania
$6.06M -$9.99K -236 -0.2%
NHC
1481
Nicholas Hoffman & Company
Georgia
$6.05M +$73.3K +1,732 +1%
LD
1482
Lipe & Dalton
New York
$6.05M -$270K -6,380 -4%
RAM
1483
Riggs Asset Management
Pennsylvania
$6.03M -$30K -708 -0.5%
FNBOMD
1484
First National Bank of Mount Dora
Florida
$6.02M +$102K +2,412 +2%
AIM
1485
Advantage Investment Management
Iowa
$6M -$215K -5,092 -3%
PWSG
1486
Pacific Wealth Strategies Group
California
$5.99M -$292K -6,900 -5%
AOWM
1487
Alpha Omega Wealth Management
Virginia
$5.97M -$126K -2,976 -2%
WWM
1488
Willingdon Wealth Management
North Carolina
$5.92M +$1.23M +29,008 +26%
WFG
1489
Wills Financial Group
Virginia
$5.92M -$147K -3,484 -2%
RIA
1490
Regal Investment Advisors
Michigan
$5.92M -$329K -7,784 -5%
SSWM
1491
Sheets Smith Wealth Management
North Carolina
$5.92M -$101K -2,396 -2%
KSCM
1492
Key Square Capital Management
Connecticut
$5.9M +$5.9M +139,376 New
ODG
1493
O'Dell Group
Ohio
$5.88M +$6.26K +148 +0.1%
WCA
1494
Westover Capital Advisors
Delaware
$5.86M +$55K +1,300 +0.9%
OCM
1495
One Capital Management
California
$5.86M -$627K -14,824 -10%
LPU
1496
Lansdowne Partners (UK)
United Kingdom
$5.84M +$5.84M +138,140 New
FPS
1497
Fieldpoint Private Securities
Connecticut
$5.84M +$86.8K +2,052 +2%
OAM
1498
Oak Asset Management
California
$5.82M +$5.82M +137,508 New
SCM
1499
SOL Capital Management
Maryland
$5.82M +$175K +4,136 +3%
CAG
1500
Csenge Advisory Group
Florida
$5.8M -$123K -2,912 -2%
58 59
60
61 62